49 Wealth Management, LLC Portfolio Holdings

49 Wealth Management, LLC

  • $614 Billion
  • Q3 2024

49 Wealth Management, LLC has filed its 13F form on November 12, 2024 for Q3 2024 where it was disclosed a total value porftolio of $614 Billion distributed in 179 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Listed Fds Tr Trueshares Low V with a value of $60.8B, Spdr Portfolio S&P 500 ETF (Ma with a value of $57.2B, Ishares Tr with a value of $49B, Ishares Msci Usa Quality Facto with a value of $43.8B, and Spdr Bloomberg 1 3 Month T Bil with a value of $34.2B.

Examining the 13F form we can see an increase of $107B in the current position value, from $507B to 614B.

49 Wealth Management, LLC is based out at Austin, TX

Below you can find more details about 49 Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $614 Billion
ETFs: $526 Billion
Technology: $19.3 Billion
Financial Services: $9.27 Billion
Healthcare: $5.55 Billion
Energy: $5.18 Billion
Consumer Defensive: $4.88 Billion
Communication Services: $4.08 Billion
Consumer Cyclical: $3.89 Billion
Other: $3.51 Billion

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$75.5M
$108 Million 0.02% of portfolio
31,099
Q3 2024 Added 16.23%
$198M
$83 Million 0.01% of portfolio
22,558
Q3 2024 Added 81.73%

Summary

  • Portfolio
  • No. of Stocks 179
  • Current Value $614 Billion
  • Prior Value $507 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 12, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 43 stocks
  • Additional Purchases 63 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 64 stocks
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